ITrack/Enterprise/Work Orders - Revision history

Nenjin: /* Jobs */

2012-09-28T22:15:01Z

Jobs

← Older revision		Revision as of 17:15, 28 September 2012
Line 26:		Line 26:

	===Jobs===		===Jobs===
	Jobs are children of work orders and represent ~~tasks~~ that were completed on the work order. A job might be something like "Change Oil" or "Repaint." Jobs are the link between work orders and sales orders, when the customer is going to be billed for the work being done on the work order. ~~When~~ a Sales Order ~~has a salesorderline.jobid that is NOT NULL~~, that ~~jobid in the~~ '~~job~~' ~~table can be linked to the corresponding workorderid in the job table, therefore allowing the jobs on the~~ work order ~~to be linked~~ to the sales order.		Jobs are children of work orders and represent jobs that were completed on the work order. A job might be something like "Change Oil" or "Repaint." Jobs are the link between work orders and sales orders, when the customer is going to be billed for the work being done on the work order. On a Sales Order, if you see the job attention icon, that's saying there's a work order attached to the sales order.

	~~In other words, workorder.workorderid --> job.workorderid --> job.jobid --> salesorderline.jobid --> salesorderline.salesorderid --> salesorder.salesorderid~~.

	===Job Parts===		===Job Parts===

Nenjin: /* Jobs */

2012-09-28T22:02:33Z

Jobs

← Older revision		Revision as of 17:02, 28 September 2012
Line 26:		Line 26:

	===Jobs===		===Jobs===
			Jobs are children of work orders and represent tasks that were completed on the work order. A job might be something like "Change Oil" or "Repaint." Jobs are the link between work orders and sales orders, when the customer is going to be billed for the work being done on the work order. When a Sales Order has a salesorderline.jobid that is NOT NULL, that jobid in the 'job' table can be linked to the corresponding workorderid in the job table, therefore allowing the jobs on the work order to be linked to the sales order.

			In other words, workorder.workorderid --> job.workorderid --> job.jobid --> salesorderline.jobid --> salesorderline.salesorderid --> salesorder.salesorderid.

	===Job Parts===		===Job Parts===

Bmoore: /* Master Part */

2010-03-09T15:46:13Z

Master Part

← Older revision		Revision as of 10:46, 9 March 2010
Line 22:		Line 22:
	==Work Order Components==		==Work Order Components==
	===Master Part===		===Master Part===

			This is the part that a work order is "done to". For example, if the work order is of a type that involves a customer unit - and that unit is NOT a misc. unit (i.e. it's a specific customer unit that you prefer to have regulated info about) - there will be a button near the upper left corner of your screen that lets you add/edit the customer unit which you are working on. On the other hand, if the current work order is of a type that must involve an item from inventory instead, that same button will take you to the search screen where you can select the part you have in mind.

	===Jobs===		===Jobs===

Jmckinstry: /* Labor */

2009-10-30T21:40:53Z

Labor

← Older revision		Revision as of 16:40, 30 October 2009
Line 30:		Line 30:

	===Labor===		===Labor===
			* Labor is written to using either dotted form (1.5 is 1h30m) or clock form (1:30 is 1h30m).

	==Work Order Templates==		==Work Order Templates==

	[[Category:ITrack/Enterprise/Extensions]]		[[Category:ITrack/Enterprise/Extensions]]

Codeman at 18:38, 10 July 2009

2009-07-10T18:38:16Z

← Older revision		Revision as of 13:38, 10 July 2009
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	[[Category:ITrack/Enterprise/Extensions]]		[[Category:ITrack/Enterprise/Extensions]]
	~~[[Category:ITrack/Enterprise]]~~

Codeman at 18:10, 10 July 2009

2009-07-10T18:10:49Z

← Older revision		Revision as of 13:10, 10 July 2009
Line 33:		Line 33:
	==Work Order Templates==		==Work Order Templates==

	[[Category:Enterprise Extensions]]		[[Category:ITrack/Enterprise/Extensions]]
	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]

Codeman at 15:30, 10 July 2009

2009-07-10T15:30:00Z

New page

Work orders in [[ITrack Enterprise]] are a document that encompasses several core processes, which are divided into [[#Work Order Types|work order types]].

==Work Order Processes==
* Inventory rebuild/repair/remanufacture: this type of WO is designed to take parts, labor, and possibly a dirty core and create a new inventory item or increase the quantity of an existing inventory item. These processes are facilitated by the 'work on inventory' work order type. WOs of these types are usually priced at cost.
* Customer repair/rebuild: these types of WOs are designed for doing work on customers' units. They do not add value to inventory, they usually have an invoice associated with them to pass cost on to the customer, and they usually incorporate price markups.

==Work Order Parameters==
Each work order has many parameters and values that define its purpose and impact in the system. Most of these values can be saved into easy to use [[#Work Order Templates|templates]] to help avoid needing to reenter common data for each work order.

===Work Order Types===
Work order types are a named sets of data that describe defaults and parameters of work orders. All work orders have a work order type, and the list of types is user editable. Listed here are some of the more important work order parameters that can be set in a type:

* Name: a name defined by the user that should be useful and understandable by users. It describes the report type.
* Report: the type of report that should be printed for all work orders of this type.
* Work on inventory/work on customer unit: this is a very important field that defines which process work orders of this type are designed to perform. Work on inventory WOs create new stock or add value to existing stock, and all WOs of this type have a [[#Master Part|master part record]]. Work on customer unit WOs instead represent work done at the behest of a customer, and have a customer and customer unit associated with them. When finalized, WOs of this type are associated with an invoice to the specified customer.
* GL Defaults: specifies a default GL Department and GL Category for jobs on the WO. The category is used for the labor accounting.
* Part pricing defaults: these values allow the user to specify pricing methods and price markups for items on the WO.
** Cost: this pricing method uses part and labor cost to specify the work order price and the job prices.
** Customer: uses the customer pricing matrix of the customer on the WO.
** Markup: allows manual specification of a pricing level markup for prices on the WO.

==Work Order Components==
===Master Part===

===Jobs===

===Job Parts===

===Tasks===

===Labor===

==Work Order Templates==

[[Category:Enterprise Extensions]]
[[Category:ITrack/Enterprise]]

Dillon Sadofsky at 18:30, 12 March 2009

2009-03-12T18:30:38Z

← Older revision		Revision as of 13:30, 12 March 2009
Line 1:		Line 1:
			Work orders in [[ITrack Enterprise]] are a document that encompasses several core processes, which are divided into [[#Work Order Types\|work order types]].

			==Work Order Processes==
			* Inventory rebuild/repair/remanufacture: this type of WO is designed to take parts, labor, and possibly a dirty core and create a new inventory item or increase the quantity of an existing inventory item. These processes are facilitated by the 'work on inventory' work order type. WOs of these types are usually priced at cost.
			* Customer repair/rebuild: these types of WOs are designed for doing work on customers' units. They do not add value to inventory, they usually have an invoice associated with them to pass cost on to the customer, and they usually incorporate price markups.

			==Work Order Parameters==
			Each work order has many parameters and values that define its purpose and impact in the system. Most of these values can be saved into easy to use [[#Work Order Templates\|templates]] to help avoid needing to reenter common data for each work order.

			===Work Order Types===
			Work order types are a named sets of data that describe defaults and parameters of work orders. All work orders have a work order type, and the list of types is user editable. Listed here are some of the more important work order parameters that can be set in a type:

			* Name: a name defined by the user that should be useful and understandable by users. It describes the report type.
			* Report: the type of report that should be printed for all work orders of this type.
			* Work on inventory/work on customer unit: this is a very important field that defines which process work orders of this type are designed to perform. Work on inventory WOs create new stock or add value to existing stock, and all WOs of this type have a [[#Master Part\|master part record]]. Work on customer unit WOs instead represent work done at the behest of a customer, and have a customer and customer unit associated with them. When finalized, WOs of this type are associated with an invoice to the specified customer.
			* GL Defaults: specifies a default GL Department and GL Category for jobs on the WO. The category is used for the labor accounting.
			* Part pricing defaults: these values allow the user to specify pricing methods and price markups for items on the WO.
			** Cost: this pricing method uses part and labor cost to specify the work order price and the job prices.
			** Customer: uses the customer pricing matrix of the customer on the WO.
			** Markup: allows manual specification of a pricing level markup for prices on the WO.

			==Work Order Components==
			===Master Part===

			===Jobs===

			===Job Parts===

			===Tasks===

			===Labor===

			==Work Order Templates==

	[[Category:Enterprise Extensions]]		[[Category:Enterprise Extensions]]

Dillon Sadofsky: New page: Category:Enterprise Extensions

2009-03-12T17:26:28Z

New page: Category:Enterprise Extensions

New page

[[Category:Enterprise Extensions]]